Can a charitable remainder trust last for a set number of years instead of for life?
Yes, a charitable remainder trust (CRT) can absolutely be structured to last for a set number of years, offering an …
Point Loma Estate Planning Law
Can the trust continue if one beneficiary passes away?
Yes, the trust can absolutely continue even if a beneficiary passes away, though the specifics depend heavily on the terms …
Are testamentary trusts appropriate for young adult beneficiaries?
Testamentary trusts, established through a will and taking effect after death, can be surprisingly beneficial even for young adult beneficiaries, …
Can I prohibit trust-purchased items from being resold within a time window?
The question of restricting the resale of assets held within a trust, particularly within a specific timeframe, is a surprisingly …
What’s a business trust versus a living trust?
Business trusts and living trusts are both powerful estate planning tools, but they serve very different purposes and operate under …
Can I integrate the CRT with a family trust for multi-generational benefits?
The question of integrating a Charitable Remainder Trust (CRT) with a family trust is a sophisticated estate planning strategy gaining …
Can I Include Visual Scheduling Tools as Allowable Trust Expenses?
Navigating the financial aspects of a trust can be intricate, and a common question arises regarding the permissibility of certain …
Can I include trustee compensation in the trust terms?
The question of whether you can include trustee compensation in the trust terms is a common one for those establishing …
Can I include transition-out planning when the beneficiary reaches retirement age?
The question of incorporating transition-out planning for trust beneficiaries as they approach retirement age is not just pertinent; it’s a …
Can I include sunset provisions that phase out the trust over time?
The concept of “sunset provisions” within a trust, specifically a phased distribution of assets over time, is a common and …